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News
Hewlett Packard Enterprise's $7.6B AI backlog is waiting on memory chips to catch up
19+ hour, 22+ min ago (462+ words) HPE's AI orders are piling up faster than suppliers can deliver the DDR5 memory needed to fulfill them Hewlett Packard Enterprise has a problem most companies would love to have: too many customers, not enough parts. The company exited fiscal Q3 2026 with…...
Kepler aims to end the AI memory crisis with custom memory tech
2+ day, 12+ hour ago (240+ words) Kepler Computing has emerged from hiding to unveil a new memory technology that could transform the ease the global memory shortage and transform the memory market. The California-based startup has spent seven years developing a new memory technology that offers…...
From cHBM to 3D Stacked SRAM, AI inference drives AI accelerators toward memory architecture innovation
2+ day, 22+ hour ago (151+ words) Chart 1: From 2027 onward, AI accelerators move toward memory architecture innovation Chart 2: Inference phase AI accelerator hardware bottlenecks shift from compute to memory Chart 3: PNM, SRAM, and HBF become three main directions for memories in AI accelerators Chart 4: PNM technology is…...
[News] NVIDIA’s DLSS 5 Could Boost Graphics DRAM Demand, With GDDR6 Prices Reportedly Already Triple
3+ day, 5+ hour ago (281+ words) NVIDIA, already a major memory buyer through its AI accelerators, is tightening memory supply and extending its impact beyond HBM. According to Chosun Biz, the chip giant’s latest neural rendering technology, DLSS 5, is raising the performance bar for PC gaming…...
HP ZGX Fury Is Now Orderable: GB300 Superchip, 748GB Unified Memory, and a Red Hat AI Factory Plan for the Edge
3+ day, 11+ hour ago (189+ words) Two embedded M.2 slots hang off the Grace CPU on PCIe 5.0 and hold the operating system in a software RAID 1 mirror. Two more M.2 slots come off the PCIe switch inside the ConnectX-8 SuperNIC and serve as a RAID 0 data volume, with…...
Samsung and SK Hynix Memory Inventories Drop to Critical Levels
3+ day, 13+ hour ago (195+ words) The artificial intelligence boom is to blame for the situation. Memory chip inventories at South Korea’s largest manufacturers, Samsung Electronics and SK hynix, have dropped to critically low levels. According to Business Korea, citing Kim Dong-won, head of the research…...
Phison Sets All Time Monthly Revenue High on Surging PCIe SSD Demand
3+ day, 8+ hour ago (138+ words) Technetbook Phison Sets All Time Monthly Revenue High on Surging PCIe SSD Demand Shipment volumes for silicon controllers show where the market is heading. Overall controller deliveries rose 10% over the previous monthly count. But the standout metric comes from PCIe…...
Samsung High NA EUV DRAM Set for 2028, With 12-Inch Photomasks and a Mistral AI Series D Lead
3+ day, 12+ hour ago (523+ words) Samsung Electronics made two moves in two days that both point at the same problem: keeping its memory and foundry lines on the leading edge as AI demand outruns conventional scaling. On September 8, Samsung and ASML announced an expanded partnership…...
Kepler Computing claims new chip design can solve AI memory shortage
3+ day, 18+ hour ago (236+ words) The California startup just landed up to $245 million in CHIPS Act funding for a ferroelectric memory technology it says can outperform current solutions by 15-20x. The AI boom has a bottleneck problem, and it’s not compute. It’s memory. DRAM prices doubled…...
DLSS5 drives GPU and memory prices higher as HBM focus tightens supply
3+ day, 19+ hour ago (533+ words) CHOSUNBIZ Chosunbiz DLSS5 drives GPU and memory prices higher as HBM focus tightens supply Tight HBM allocation squeezes GDDR supply, pushing up GPU and VRAM costs Nvidia's latest neural rendering technology "DLSS5" has raised the spec bar for PC gaming hardware and…...